Budgeting = Awareness* (*And who doesn’t want that?)

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.  The following article is reproduced with permission and his website can be found here. Budgeting = Awareness* (*And who doesn’t want that?) Greetings, Carl here. This one is for all you yogis, meditators,…

Read More

SMSF sector continues to grow – see the ATO statistics

The ATO has released the 11th edition of the annual statistical overview on self-managed super funds (SMSFs). The overview provides key statistics and analysis of Australia’s SMSF sector for the 2018–19 financial year, with the main source of data coming from SMSF annual returns. The details below derive from the ATO Super SMSF Sector page…

Read More

SMSF’s – Understanding if they are the right fit for you

Self-managed super funds (SMSF) Understand if an SMSF is right for you A summary of the original article on the moneysmart website on understanding SMSF’s. Click here to take you to the original article on the moneysmart website      A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs…

Read More

SMSF – You can’t do it all yourself

SMSFs are often called do-it-yourself funds or DIY super – but that isn’t really the case! Meet the people who you will have to work with or who can help you meet your obligations as an SMSF trustee. Click here for a  3 minute video provided by ATO TV touching on the SMSF process and…

Read More